Creating Invoices | Post Your Question Below

MarkAngeloG · ‎November 11, 2024

I can see how vital it is to send invoice reminders to your customers in QBO, Simon.

While QuickBooks Online allows you to send invoice reminders to specific customers, it doesn't currently offer a feature to automatically send reminders to specific individuals within a company, even if they're listed as contacts in the same firm.

The automatic invoice reminders are typically sent to the primary contact email associated with the customer. While you can set up multiple contacts for a single customer, the system will still send the reminder to the primary contact.

While this option isn't available, here are a few alternatives you can consider:

Instead of automatic reminders, you can also send them manually. Here's how:

Go to Sales and select Invoices.
Find and choose the invoice you'd like to send a reminder for.
From the Batch actions dropdown, select Send reminder.
Enter your message and click Send.

Explore third-party apps: Some apps integrate with QuickBooks and offer more advanced features, including targeted invoice reminders.

Consult a developer: If you're comfortable with coding, you could potentially create a custom workflow or script to automate the process of sending targeted reminders based on specific criteria. You can also consult with other developers in the Intuit Developer Community.

After sending invoices, it's time to record the invoice payments in your QBO account.

Please let me know if you have additional concerns with sending invoice automation using QuickBooks Online. I'm always here to assist you.

MairiMcW

I am wondering why when i send invoices it says balance due ‘£0’ when i am sending them an invoice to pay me? Any help appreciated!

RogelioL

I can see how it might be confusing to see a £0 balance due when you expect a payment, Mairi. Let's figure out the reason behind this and troubleshoot it together.

First, please verify if the amount you've entered for the invoice is correct.

If everything is correct, it's possible that your customer has a credit note or an open balance that's being automatically applied to their invoice. This would make the invoice show a zero balance even though you haven’t received a payment.

To resolve this, let's first turn off the Automatically Apply Credits feature:

Navigate to the Gear icon, then choose Accounts and Settings.
Hover to the Advanced section, then locate Automation.
Click the Pencil icon, then turn off the Automatically Apply Credits.
Select Save, then Done.

Once done, let's delete the invoice payment and then resend the invoice:

Locate the Invoice Payment of the invoice you've sent.
Click the Arrow dropdown, then select Delete.
After deleting the payment, open the invoice, then send it again.

Moreover, you may want to check out this article to learn how to record your customer's invoice payment: Record invoice payments in QuickBooks.

By following these steps, you should see the correct balance due on the invoice, ensuring that you get paid for the services or products provided, Mairi. If you run into any more issues, feel free to reach out for more help and I'll get back to you in no time.

Topics

Training

Community

Resources